Create leads in Salesforce for new projects in Todoist
Effortlessly manage your sales leads whenever you start a new project in Todoist. With this workflow, each time you create a new project in Todoist, a corresponding lead will be generated in Salesforce. Stay organized and ensure every potential client is tracked efficiently in your CRM, making it easier to convert them into customers.
Effortlessly manage your sales leads whenever you start a new project in Todoist. With this workflow, each time you create a new project in Todoist, a corresponding lead will be generated in Salesforce. Stay organized and ensure every potential client is tracked efficiently in your CRM, making it easier to convert them into customers.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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